Bridge and XYPN Discount Program

Through Bridge’s partnership with XYPN, receive full access to Bridge’s practice management platform at a highly discounted rate.

Get best-in-class portfolio management tech for 15% off with our XYPN partnership

Select AUM-based or per-account pricing, whichever is cheaper for your firm!

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Pay a one-time $85 Fee to get started then pay a discounted monthly fee based on AUM or per-account pricing

Bridge’s technology integrates with other XYPN partners you know and love:

Reasons Advisors Love Bridge

Reporting

Build custom reports with Bridge’s dynamic report building environment. Access client reports in our interactive web-based environment or print them off for an in-person review.

Billing

Use Bridge’s Custom Fee-ID generation system to add new clients quickly and easily. Generate billing reports and invoices on-demand with one-click report generation. Easily manage any number of custom fee structures in a single, easy-to-use interface.

Data Feeds & APIs

Combined with our open-architecture API, our automated data feeds with most major custodians and daily account reconciliation allows for consistent, clean data in Atlas and the rest of your tech stack.

Discover Bridge’s practice management platform

Advisors can take advantage of our special offer to get access at a discounted rate

Why do advisors love working with Bridge?

Increase Operational Efficiency

Bridge automates daily reconciliation, streamlines building, and improves reporting.

Reduce Business Risk

Automated data feeds eliminate the time and risks associated with manual data reconciliation.

Grow Your Firm

Bridge streamlines your back-office, allowing you to scale faster without scaling costs.

Discounted XYPN Pricing Schedule

XYPN Members have access to discounted pricing starting at 15% off and start-up firms with less than 15 accounts (regardless of AUM) have access to Atlas for free.

 

Advisors have the option to choose the lower of our per account OR AUM schedules below
(15% discount reflected):

Flat Rate AUM Based Pricing Tiers:

*The advisor can select the lower of the two pricing schedules!
Contact Bridge directly for pricing over $25MM AUM.

OR

Per Account Pricing:

*$90 per month minimum

Contact Bridge directly for pricing over 100 accounts.

We work with these Custodians:

Ready to get started with Bridge?

 

Enter your information to get started with only a $85 deposit then pay a monthly recurring discounted fee based on AUM or per-account